SIA
EVG

Sit Investment Associates’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Sit Investment Associates’s Portfolio EVG Stock Details EVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.15M Sell
762,365
-14,516
-2% -$158K 0.17% 149
2025
Q4 		$8.48M Sell
776,881
-87,233
-10% -$964K 0.17% 151
2025
Q3 		$9.78M Sell
864,114
-163,526
-16% -$1.84M 0.2% 124
2025
Q2 		$11.3M Buy
1,027,640
+125,788
+14% +$1.36M 0.24% 104
2025
Q1 		$9.9M Sell
901,852
-56,927
-6% -$629K 0.23% 116
2024
Q4 		$10.5M Sell
958,779
-108,515
-10% -$1.21M 0.24% 114
2024
Q3 		$11.9M Sell
1,067,294
-154,376
-13% -$1.71M 0.27% 104
2024
Q2 		$13.2M Sell
1,221,670
-33,861
-3% -$362K 0.3% 94
2024
Q1 		$13.3M Buy
1,255,531
+2,410
+0.2% +$25.6K 0.3% 95
2023
Q4 		$13M Buy
1,253,121
+100,684
+9% +$1.02M 0.32% 93
2023
Q3 		$12M Buy
1,152,437
+125,377
+12% +$1.26M 0.33% 89
2023
Q2 		$10.1M Buy
1,027,060
+83,775
+9% +$822K 0.26% 109
2023
Q1 		$9.86M Sell
943,285
-3,163
-0.3% -$33.2K 0.27% 119
2022
Q4 		$9.64M Sell
946,448
-162,233
-15% -$1.73M 0.27% 116
2022
Q3 		$10.9M Sell
1,108,681
-205,615
-16% -$2.25M 0.32% 89
2022
Q2 		$14.1M Sell
1,314,296
-426,057
-24% -$4.57M 0.43% 65
2022
Q1 		$20.1M Sell
1,740,353
-838,125
-33% -$10.3M 0.54% 48
2021
Q4 		$34.2M Sell
2,578,478
-418,919
-14% -$5.6M 0.8% 22
2021
Q3 		$40M Sell
2,997,397
-4,063,627
-58% -$55.3M 1.03% 16
2021
Q2 		$93.7M Sell
7,061,024
-109,042
-2% -$1.45M 2.32% 4
2021
Q1 		$94.4M Buy
7,170,066
+77,081
+1% +$1.01M 2.47% 3
2020
Q4 		$87.7M Sell
7,092,985
-16,599
-0.2% -$203K 2.37% 4
2020
Q3 		$81.4M Buy
7,109,584
+298,179
+4% +$3.4M 2.39% 4
2020
Q2 		$77.3M Buy
6,811,405
+1,167,235
+21% +$13.1M 2.43% 4
2020
Q1 		$61.7M Buy
5,644,170
+108,199
+2% +$1.38M 2.34% 2
2019
Q4 		$74.7M Buy
5,535,971
+188,065
+4% +$2.5M 2.12% 4
2019
Q3 		$69.6M Buy
5,347,906
+266,967
+5% +$3.54M 2.14% 4
2019
Q2 		$68.8M Buy
5,080,939
+414,837
+9% +$5.43M 2.12% 4
2019
Q1 		$60.5M Buy
4,666,102
+582,553
+14% +$7.47M 1.92% 4
2018
Q4 		$50.8M Buy
4,083,549
+235,861
+6% +$2.99M 1.64% 5
2018
Q3 		$49.7M Buy
3,847,688
+128,145
+3% +$1.66M 1.27% 9
2018
Q2 		$48.4M Sell
3,719,543
-12,258
-0.3% -$163K 1.25% 9
2018
Q1 		$50.9M Buy
3,731,801
+117,056
+3% +$1.62M 1.26% 10
2017
Q4 		$51.9M Sell
3,614,745
-37,267
-1% -$525K 1.24% 12
2017
Q3 		$52M Sell
3,652,012
-162,022
-4% -$2.31M 1.29% 11
2017
Q2 		$53.6M Buy
3,814,034
+52,011
+1% +$732K 1.33% 9
2017
Q1 		$53.1M Buy
3,762,023
+194,644
+5% +$2.71M 1.32% 8
2016
Q4 		$49.4M Buy
3,567,379
+63,535
+2% +$854K 1.3% 10
2016
Q3 		$48M Buy
3,503,844
+48,803
+1% +$664K 1.27% 11
2016
Q2 		$46.6M Buy
3,455,041
+313,256
+10% +$4.22M 1.24% 11
2016
Q1 		$41.9M Buy
3,141,785
+3,869
+0.1% +$50.6K 0.77% 44
2015
Q4 		$42.1M Buy
3,137,916
+93,785
+3% +$1.24M 0.79% 45
2015
Q3 		$40.3M Buy
3,044,131
+359,705
+13% +$4.93M 0.75% 45
2015
Q2 		$37.2M Buy
2,684,426
+465,586
+21% +$6.73M 0.68% 54
2015
Q1 		$32.2M Buy
2,218,840
+731,090
+49% +$10.5M 0.56% 75
2014
Q4 		$21.1M Buy
1,487,750
+301,156
+25% +$4.34M 0.35% 100
2014
Q3 		$17.4M Sell
1,186,594
-17,209
-1% -$258K 0.3% 105
2014
Q2 		$18.5M Buy
1,203,803
+121,104
+11% +$1.85M 0.31% 107
2014
Q1 		$16.4M Buy
1,082,699
+249,270
+30% +$3.82M 0.29% 109
2013
Q4 		$12.7M Buy
833,429
+92,934
+13% +$1.42M 0.23% 124
2013
Q3 		$11.5M Sell
740,495
-95,875
-11% -$1.48M 0.22% 124
2013
Q2 		$13.5M Buy
+836,370
New +$14.1M 0.27% 106

Other funds holding EVG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Sit Investment Associates's EVG Position: Q1 2026 in Review

Sit Investment Associates reduced its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 1.9% in Q1 2026, selling an estimated $158K and leaving 762,365 shares worth $8.15M. The position accounts for 0.17% of the portfolio, ranked #149.

Sit Investment Associates first reported a position in EVG in Q2 2013 and has held it in 52 quarters since. The position peaked at $94.4M in Q1 2021. 44 funds tracked by Wall St. Rank hold EVG as of Q1 2026.

  • Sit Investment Associates held 762,365 shares of Eaton Vance Short Duration Diversified Income Fund worth $8.15M as of Q1 2026.
  • Sit Investment Associates sold 14,516 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2026, an estimated $158K.
  • Eaton Vance Short Duration Diversified Income Fund made up 0.17% of Sit Investment Associates's portfolio in Q1 2026, its #149 holding.
  • Sit Investment Associates first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2013 and has held it in 52 quarters since.
  • Sit Investment Associates's Eaton Vance Short Duration Diversified Income Fund position peaked at $94.4M in Q1 2021.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.